PHM — PULTE GROUP INC COM

Ownership history in Bison Wealth, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in PULTE GROUP INC COM (PHM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.22% (2023 Q1)
Avg. % of fund
0.13%
First filed
2022 Q3
Last filed
2024 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 4,668 -329 -6.6% 0.11% $670K $141.82
2024 Q2 UNCHANGED 4,997 — 0% 0.10% $603K $108.63
2024 Q1 ADDED 4,997 +100 +2.0% 0.10% $603K $118.81
2023 Q4 REDUCED 4,897 -833 -14.5% 0.09% $505K $101.49
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PHM price (monthly, adj. close)

Other funds also holding PHM

As of 2025 Q4 — sorted by position size

GREENHAVEN ASSOCIATES INC 3Y 7Y 10.52% JACKSON HILL ADVISORS, LLC 3Y 6.66% WINSLOW ASSET MANAGEMENT INC 3Y 7Y 4.89% CLOUGH CAPITAL PARTNERS L P 3Y 7Y 2.97% Avalon Global Asset Management LLC 3Y 7Y 2.47% Dorato Capital Management 2.2% THIRD AVENUE MANAGEMENT LLC 3Y 7Y 2.15% Argyle Capital Management, LLC 3Y 7Y 1.57% Elk River Wealth Management LLC 3Y 1.53% Seascape Capital Management 3Y 7Y 1.42%
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